Research & Reports
An Update on Managed-Volatility Portfolios With Data Through 2Q19
In this report we’ll get caught up with our coverage of variable insurance managed-volatility portfolios, as we have just finished compiling data through the first half of this year…
Reviewing Variable Insurance Fund Filings from August, 2019
During the month of August, we didn’t see a great deal of variable fund filing activity. One new registration came through, but the most prevalent occurrences were changes to sub-advisors, portfolio fees and expenses...
On Recent Rate Sheet Updates and Other Variable Annuity Product News
Since interest rates have been dropping of late, variable annuity carriers have started adjusting their guaranteed living benefit (GLB) rider elements via rate sheet, and in this report, we’ll cover some of those moves and...
Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2019
This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 14 riders…
Update: Summaries of New VA Contracts Filed With the SEC in 2019
This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 14 new products…
Protective Registers New VA Contract with Lifetime Withdrawal Benefit
Not long ago we saw a variable annuity filed by Protective Life which contained a new guaranteed lifetime withdrawal benefit (GLWB) whose elements will be subject to change via rate sheet – a first for...
New Structured Annuities on the Way – Plus Notes from Other Filings
In this commentary we’ll get caught up with recent developments in structured annuities – there was a new registration and the launch of one that had been in the pipeline – and we’ll also cover...
Earnings Review: Several Insurers Saw Stronger VA Sales in 2Q19
Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are...
Reviewing Variable Insurance Fund Filings from July, 2019
In our view, July was a very busy month in terms of variable insurance fund filing activity, a time in which we saw a number of interesting developments that we’ll share in this commentary...